Each member of our award-winning team strives to develop professionally and personally on an ongoing basis, to provide you with high-touch financial planning and wealth management advice. Our collaborative approach ensures the quality of our work and gives you the attention you deserve.
Stacy Francis
President & CEO CFP®, CDFA®, CES™
Avani Ramnani
Managing Director CFP®, CDFA®, CPWA®
Natalie Colley
Senior Lead Advisor CFP®, CDFA®
Sunaina Mehra
Senior Director of Marketing
Matthew Haertzen
Chief Investment Officer CFA, CFP®
Shweta Lawande
Lead Advisor CFP®, CDFA®
Alexandra Shepis
Lead Advisor CFP®, CDFA®
Peter Vilim
Lead Advisor CFP®, CDFA®, CIMA®
Gabrielle Deems
Director of Marketing
Deborah Donenfeld
Executive Assistant and Chief Communication Officer
Madison Mount
Associate Advisor
Erica Cajamarca
Associate Advisor
Madison Illig
Senior Client Service Associate
Megan Illig
Client Service Associate
Chrissie Sweeney
Client Service Associate
Lauren Brolo
Client Service Associate
Michele Sammis
Operations Manager
Makayla Williams
Marketing Associate
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